Phillips 66
PSX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001534701
In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).
13F holders, Q2 2023
Institutional positions in Phillips 66 as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,541
- −16 vs. Q1 2023
- Shares held
- 324.1M
- −37.3M (−10.3%) vs. Q1 2023
- Total value
- $30.9B
- −$2.48B (−7.4%) vs. Q1 2023
- New holders
- 102
- 556 more added
- Sold out
- 118
- 617 more reduced
15 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 7,974 | $760.6K | 0.61% | +7,974 | New |
| Mairs & Power Inc | 7,989 | $762.0K | 0.01% | −1,405−15.0% | Reduced |
| Group One Trading, L.P. | 8,001 | $763.1K | 0.03% | −4,732−37.2% | Reduced |
| True North Advisors, LLC | 8,036 | $766.5K | 0.22% | +139+1.8% | Added |
| Strategic Financial Services, Inc, | 6,782 | $776.0K | 0.06% | −348−4.9% | Reduced |
| Fiduciary Group LLC | 8,179 | $780.1K | 0.10% | −49−0.6% | Reduced |
| Mutual Advisors, LLC | 8,191 | $781.2K | 0.03% | −911−10.0% | Reduced |
| Old National Bancorp | 8,195 | $781.6K | 0.02% | +2,213+37.0% | Added |
| Baker Ellis Asset Management LLC | 8,199 | $782.0K | 0.13% | −135−1.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 8,208 | $782.8K | 0.01% | −259−3.1% | Reduced |
| Argent Trust Co | 8,260 | $787.8K | 0.04% | +1,951+30.9% | Added |
| Wealth Alliance Advisory Group, LLC | 8,271 | $788.9K | 0.28% | +268+3.3% | Added |
| GTS Securities LLC | 8,278 | $789.6K | 0.02% | +8,278 | New |
| Gradient Investments LLC | 8,344 | $795.8K | 0.02% | −734−8.1% | Reduced |
| Colony Group LLC | 8,419 | $803.0K | 0.01% | +575+7.3% | Added |
| Trustmark National Bank Trust Department | 8,456 | $806.5K | 0.07% | −721−7.9% | Reduced |
| Petrus Trust Company, LTA | 8,458 | $806.7K | 0.09% | −103−1.2% | Reduced |
| Cookson Peirce & Co Inc | 8,498 | $811.0K | 0.05% | +1,682+24.7% | Added |
| Bank of Hawaii | 8,503 | $811.0K | 0.04% | −205−2.4% | Reduced |
| Wimmer Associates 1, LLC | 8,504 | $811.1K | 0.49% | +148+1.8% | Added |
| Verdence Capital Advisors LLC | 8,504 | $811.1K | 0.09% | +10.0% | Added |
| CoreCommodity Management, LLC | 8,510 | $811.7K | 0.24% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 8,512 | $812.7K | 0.30% | −216−2.5% | Reduced |
| First National Bank & Trust Co of Newtown | 8,526 | $813.2K | 0.17% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 8,710 | $830.8K | 0.47% | +30.0% | Added |
| CFO4Life Group, LLC | 8,824 | $841.6K | 0.18% | −418−4.5% | Reduced |
| Pacific Global Investment Management CO | 8,843 | $843.5K | 0.17% | +8+0.1% | Added |
| Karpas Strategies, LLC | 8,903 | $849.2K | 0.29% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,138 | $849.4K | 0.04% | +10+0.1% | Added |
| Greenleaf Trust | 9,032 | $861.5K | 0.01% | −267−2.9% | Reduced |
| Guyasuta Investment Advisors Inc | 9,063 | $864.4K | 0.06% | +125+1.4% | Added |
| Apollon Wealth Management, LLC | 9,064 | $864.5K | 0.04% | −744−7.6% | Reduced |
| Delta Financial Advisors LLC | 9,081 | $866.2K | 0.38% | −129−1.4% | Reduced |
| Signaturefd, LLC | 9,085 | $866.5K | 0.02% | −212−2.3% | Reduced |
| Twin Capital Management Inc | 9,106 | $868.5K | 0.11% | −329−3.5% | Reduced |
| Connecticut Wealth Management, LLC | 9,116 | $869.5K | 0.06% | −140−1.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 9,135 | $871.3K | 0.20% | +3,000+48.9% | Added |
| Rowland & Co Investment Counsel | 9,146 | $872.4K | 0.21% | +50+0.5% | Added |
| Advisor OS, LLC | 9,167 | $874.3K | 0.14% | −4,629−33.6% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $879.2K | 0.09% | −17−0.2% | Reduced |
| Neo Ivy Capital Management | 9,237 | $881.0K | 0.46% | +9,237 | New |
| Patten Group, Inc. | 9,332 | $890.1K | 0.25% | 00.0% | Unchanged |
| Investors Research Corp | 9,342 | $891.0K | 0.22% | −75−0.8% | Reduced |
| Jacobi Capital Management LLC | 9,348 | $891.6K | 0.10% | −30.0% | Reduced |
| Boston Private Wealth LLC | 9,361 | $892.9K | 0.02% | −967−9.4% | Reduced |
| Intrua Financial, LLC | 9,375 | $894.2K | 0.16% | +805+9.4% | Added |
| Stevens Capital Management LP | 9,384 | $895.0K | 0.18% | +2,010+27.3% | Added |
| Lowe Brockenbrough & Co Inc | 9,429 | $899.3K | 0.07% | 00.0% | Unchanged |
| First National Trust Co | 9,430 | $899.4K | 0.04% | −289−3.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 9,486 | $904.7K | 0.24% | +6,424+209.8% | Added |
| Diversified Trust Co | 9,526 | $908.6K | 0.03% | +114+1.2% | Added |
| Capital Advisors Wealth Management, LLC | 9,544 | $910.3K | 0.23% | +2,217+30.3% | Added |
| Searle & Co. | 8,171 | $911.5K | 0.28% | +12+0.1% | Added |
| SeaCrest Wealth Management, LLC | 9,581 | $913.8K | 0.12% | −628−6.2% | Reduced |
| Basepoint Wealth LLC | 9,686 | $923.8K | 0.76% | −89−0.9% | Reduced |
| Cannell Peter B & Co Inc | 9,705 | $925.7K | 0.03% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,766 | $931.5K | 0.06% | +155+1.6% | Added |
| Ostrum Asset Management | 9,786 | $933.4K | 0.08% | +8+0.1% | Added |
| Sawtooth Solutions, LLC | 9,962 | $950.2K | 0.03% | +370+3.9% | Added |
| Bleakley Financial Group, LLC | 9,965 | $950.5K | 0.03% | +378+3.9% | Added |
| Moneta Group Investment Advisors LLC | 9,989 | $952.8K | 0.02% | +50+0.5% | Added |
| Aquila Investment Management LLC | 10,000 | $953.8K | 0.78% | −1,000−9.1% | Reduced |
| Ieq Capital, LLC | 10,007 | $954.5K | 0.02% | −292−2.8% | Reduced |
| Savant Capital, LLC | 10,154 | $968.5K | 0.02% | +1,038+11.4% | Added |
| Buckingham Strategic Wealth, LLC | 10,265 | $979.0K | 0.01% | +116+1.1% | Added |
| V Wealth Advisors LLC | 10,265 | $979.1K | 0.17% | +1,152+12.6% | Added |
| Financial Advocates Investment Management | 10,315 | $983.9K | 0.07% | −1,154−10.1% | Reduced |
| TD Waterhouse Canada Inc. | 9,778 | $984.2K | 0.01% | +324+3.4% | Added |
| South State Corp. | 10,349 | $987.1K | 0.09% | −671−6.1% | Reduced |
| Cullinan Associates Inc | 10,439 | $995.7K | 0.05% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,524 | $1.00M | 0.59% | −325−3.0% | Reduced |
| Covenant Partners, LLC | 10,531 | $1.00M | 0.36% | +1,064+11.2% | Added |
| Tiaa, FSB | 10,552 | $1.01M | 0.00% | +262+2.5% | Added |
| Lee Danner & Bass Inc | 10,616 | $1.01M | 0.09% | −135−1.3% | Reduced |
| Harbor Investment Advisory, LLC | 10,633 | $1.01M | 0.14% | −165−1.5% | Reduced |
| Longfellow Investment Management Co LLC | 10,644 | $1.02M | 0.23% | +433+4.2% | Added |
| Jeppson Wealth Management, LLC | 10,647 | $1.02M | 0.44% | −200−1.8% | Reduced |
| Strategic Advisors LLC | 10,656 | $1.02M | 0.19% | −445−4.0% | Reduced |
| Armor Investment Advisors, LLC | 10,665 | $1.02M | 0.62% | −3,102−22.5% | Reduced |
| J. W. Coons Advisors, LLC | 10,728 | $1.02M | 0.28% | 00.0% | Unchanged |
| BBR Partners, LLC | 10,785 | $1.03M | 0.11% | −17−0.2% | Reduced |
| Two Sigma Securities, LLC | 10,800 | $1.03M | 0.08% | −1,868−14.7% | Reduced |
| Resources Management Corp | 10,835 | $1.03M | 0.16% | +7,485+223.4% | Added |
| Greylin Investment Mangement Inc | 10,952 | $1.04M | 0.19% | −450−3.9% | Reduced |
| Barry Investment Advisors, LLC | 11,006 | $1.05M | 0.35% | −332−2.9% | Reduced |
| United Services Automobile Association | 11,007 | $1.05M | 0.03% | 00.0% | Unchanged |
| Tower Bridge Advisors | 11,012 | $1.05M | 0.10% | −4,593−29.4% | Reduced |
| West Tower Group, LLC | 11,077 | $1.06M | 0.75% | −3,923−26.2% | Reduced |
| Belpointe Asset Management LLC | 11,143 | $1.06M | 0.11% | −12−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 11,185 | $1.07M | 0.42% | −150−1.3% | Reduced |
| Veriti Management LLC | 11,215 | $1.07M | 0.12% | −485−4.1% | Reduced |
| Sowell Financial Services LLC | 11,275 | $1.07M | 0.06% | +2,383+26.8% | Added |
| Towle & Co | 11,280 | $1.08M | 0.14% | +1,070+10.5% | Added |
| RFG Advisory, LLC | 11,287 | $1.08M | 0.05% | −44−0.4% | Reduced |
| Pathstone Family Office, LLC | 12,337 | $1.08M | 0.02% | +2,598+26.7% | Added |
| Martingale Asset Management L P | 11,412 | $1.09M | 0.02% | −54−0.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,439 | $1.09M | 0.02% | +8,000+232.6% | Added |
| Cynosure Management, LLC | 11,474 | $1.09M | 0.33% | +11,474 | New |
| TCG Advisory Services, LLC | 11,499 | $1.10M | 0.19% | +562+5.1% | Added |
| Retirement Investment Advisors, Inc. | 11,576 | $1.10M | 0.13% | +315+2.8% | Added |